Month: April 2021

Agency Journey Episode 8 (Y14M11)

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Even after all these years, it still stings when I learn that a Barrel team member has decided to give notice and move on from the company. There are many reasons why people leave, but I can’t help feel like we’ve let them down somehow. It stings the most when I first hear the news because my mind races towards thinking about all the things we failed to do to keep that person. With time, I chill […]

Portfolio Spring Cleaning & New Investment Approach

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I spent a cloudy Saturday afternoon analyzing the stocks in my various brokerage accounts and decided to emerge with a clearer idea of my investment approach moving forward along with some “spring cleaning” to-dos that will consolidate my portfolio. A Bit of a Mess The best way to view my portfolio was to use Personal Capital (disclosure: referral link), which pulls in all my portfolio info from across all my investment accounts, and open up the […]

Recent Stock Buys #3: Redfin, Twitter, Dropbox, Teladoc, and More (March 2021)

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This is the 3rd edition of Recent Stock Buys, where I share my thinking behind recent stock purchases. Disclaimer: I’m not an investment professional, so please don’t take any of these posts as investment advice. I’m simply looking for ways to get good returns while learning about businesses. Intro I was hoping to ease off on the buying in March and adopt a more “watch and see” attitude after heavy activity in February, but as the market slid and […]

Finding Value in Quantity

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There’s the oft-referenced story from Art & Fear: Observations on the Perils (and Rewards) of Artmaking by David Bayles and Ted Orland, taken from the section on “Perfection”: The ceramics teacher announced on opening day that he was dividing the class into two groups. All those on the left side of the studio, he said, would be graded solely on the quantity of work they produced, all those on the right solely on its quality. His procedure […]